Steward Partners Investment Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,080,895 shares of SDVY stock, worth $39.7 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,080,895
Previous 905,678
19.35%
Holding current value
$39.7 Million
Previous $32.9 Million
17.61%
% of portfolio
0.35%
Previous 0.31%
Shares
16 transactions
Others Institutions Holding SDVY
# of Institutions
457Shares Held
153MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$661 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$549 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$391 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$388 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$221 Million0.05% of portfolio